Half of Wealthy Women Want You
Get the key to an untapped market worth millions of dollars. Women of wealth, those with $3 million or more in investable assets, are an often-overlooked and highly-profitable market for financial advisors.
The average advisor relationship for women of wealth lasts three years. Keep your clients loyal with the technical and interpersonal relationship skills women of wealth value.
Women of Wealth offers the most extensive research available on the financial personalities of wealthy women, from what motivates them to how they find advisors to what makes them stay or leave a particular advisor, and much more.
Over 70% of women of wealth are, at best, moderately satisfied with their current advisors. Only half base their satisfaction on investment performance. Increase your client satisfaction with as little as one phone call every two months.
Harness this untapped market with the in-depth market profile and research Women of Wealth provides. The keys to building and retaining a successful client-base of wealthy women are at your fingertips.
Nearly half of all women of wealth are looking for a new advisor right now. Be the next in line when you know how they screen and select advisors.
An expert in the affluent client market
Russ Alan Prince, a leading authority on the private wealth market and advisor-based distribution, has taken an in-depth look at women of wealth. His resources as president of Prince & Associates, Inc., a research and consulting firm focused on the affluent market, have created the most complete portrait of women of wealth available today.
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